Creative Planning
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Creative Planning’s ICU Medical ICUI Stock Holding History

Creative Planning’s Portfolio ICUI Stock Details ICUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.47M Buy
11,357
+352
+3% +$50.6K ﹤0.01% 2152
2025
Q4 		$1.57M Buy
11,005
+2,823
+35% +$378K ﹤0.01% 1916
2025
Q3 		$982K Buy
8,182
+1,766
+28% +$224K ﹤0.01% 2128
2025
Q2 		$848K Buy
6,416
+667
+12% +$90.4K ﹤0.01% 2000
2025
Q1 		$798K Buy
5,749
+349
+6% +$54.2K ﹤0.01% 1901
2024
Q4 		$838K Sell
5,400
-793
-13% -$134K ﹤0.01% 1784
2024
Q3 		$1.13M Buy
6,193
+2,287
+59% +$339K ﹤0.01% 1431
2024
Q2 		$464K Buy
3,906
+1,680
+75% +$177K ﹤0.01% 2002
2024
Q1 		$239K Buy
+2,226
New +$221K ﹤0.01% 2436
2023
Q2 		– Sell
-4
Closed -$660 – 2733
2023
Q1 		$660 Buy
+4
New +$688 ﹤0.01% 2563
2021
Q2 		– Sell
-1,345
Closed -$276K – 2309
2021
Q1 		$276K Buy
+1,345
New +$284K ﹤0.01% 1847
2017
Q3 		– Sell
-652
Closed -$112K – 2735
2017
Q2 		$112K Sell
652
-13
-2% -$2.09K ﹤0.01% 1910
2017
Q1 		$102K Buy
665
+505
+316% +$73.8K ﹤0.01% 1946
2016
Q4 		$24K Buy
160
+6
+4% +$868 ﹤0.01% 2959
2016
Q3 		$19K Buy
154
+95
+161% +$11.5K ﹤0.01% 3092
2016
Q2 		$7K Buy
59
+21
+55% +$2.18K ﹤0.01% 3462
2016
Q1 		$4K Sell
38
-151
-80% -$14.4K ﹤0.01% 3698
2015
Q4 		$21K Buy
189
+180
+2,000% +$19.9K ﹤0.01% 2807
2015
Q3 		$1K Buy
+9
New +$963 ﹤0.01% 4096
2015
Q2 		– Sell
-9
Closed -$1K – 1959
2015
Q1 		$1K Hold
9
– – ﹤0.01% 4026
2014
Q4 		$1K Sell
9
-32
-78% -$2.45K ﹤0.01% 3976
2014
Q3 		$3K Buy
41
+32
+356% +$1.96K ﹤0.01% 3520
2014
Q2 		$1K Buy
+9
New +$531 ﹤0.01% 3635

Other funds holding ICUI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's ICUI Position: Q1 2026 in Review

Creative Planning increased its ICU Medical (ICUI) stake by 3.2% in Q1 2026, buying an estimated $50.6K and bringing the position to 11,357 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Creative Planning first reported a position in ICUI in Q2 2014 and has held it in 23 quarters since. The position peaked at $1.57M in Q4 2025. 275 funds tracked by Wall St. Rank hold ICUI as of Q1 2026.

  • Creative Planning held 11,357 shares of ICU Medical worth $1.47M as of Q1 2026.
  • Creative Planning bought 352 ICU Medical shares in Q1 2026, an estimated $50.6K.
  • ICU Medical made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2152 holding.
  • Creative Planning first reported a position in ICU Medical in Q2 2014 and has held it in 23 quarters since.
  • Creative Planning's ICU Medical position peaked at $1.57M in Q4 2025.
  • 275 funds tracked by Wall St. Rank held ICU Medical as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.